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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,185 |
Filed as: MESIROW FINANCIAL INVESTMENT MNGT Service code 49 | Other Services | $22 |
Filed as: DYATECH LLC Service code 14 · EIN 64-0936231 | Plan Administrator | $0 |
Service code 27 | Advisory (Plan) | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 | Investment Management | $0 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 14 · EIN 39-1816008 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,773 | $66,302-77.7% | $110,238-86.6% | $56,287-73.8% |
| Participation rate | 26.9% | 74.9%-48.0pp | 79.8%-53.0pp | 69.9%-43.0pp |
| Annual return | -8.45% | -1.18%-7.3pp | 314.74%-323.2pp | -9.96%+1.5pp |
| Employer contribution / active EE | $532 | $2,047-74.0% | $3,826-86.1% | $2,111-74.8% |
| Participant deferral / active EE | $758 | $3,381-77.6% | $4,672-83.8% | $3,350-77.4% |
| Admin fee / account holder | $15 | $698-97.8% | $8,547-99.8% | $521-97.1% |